About the Company
Openwork Partnership is one of the UK’s largest and longest-established financial advice networks, providing holistic financial planning services to clients across the country. With a deep commitment to professionalism, client satisfaction, and advisor support, we empower our financial advisors to build successful practices and deliver exceptional value. We believe in fostering an environment where independent financial advisors can thrive, backed by robust technology, comprehensive compliance, and a wide range of product solutions.
Job Description
We are seeking a highly motivated and experienced Independent Financial Advisor (IFA) to join our esteemed network, operating within the Stoke-on-Trent and wider Staffordshire area. This is an exceptional opportunity for a driven individual to manage and grow a client portfolio, providing tailored financial advice on a range of products including investments, pensions, mortgages, and protection. As an IFA within the Openwork Partnership, you will benefit from comprehensive administrative, compliance, and technical support, allowing you to focus on building strong client relationships and delivering outstanding financial outcomes. We champion a client-centric approach, ensuring every piece of advice is meticulously tailored to individual needs and long-term aspirations. This role offers the flexibility to manage your own client interactions while being an integral part of a supportive and reputable national network.
Key Responsibilities
- Develop and maintain long-term relationships with clients, understanding their financial objectives and risk tolerance.
- Conduct comprehensive financial fact-finds and analyses to identify client needs across various financial planning areas.
- Construct and present bespoke financial plans and recommendations for investments, pensions, protection, and other financial products.
- Ensure all advice is provided in accordance with regulatory requirements and internal compliance standards.
- Proactively identify opportunities for business development and client acquisition.
- Regularly review client portfolios and financial plans, making adjustments as necessary to meet evolving circumstances and market conditions.
- Keep abreast of industry trends, product developments, and regulatory changes.
- Maintain accurate and up-to-date client records and adhere to all data protection policies.
Required Skills
- Proven experience as a Financial Advisor, ideally within an independent or restricted environment.
- Achieved a minimum of Level 4 Diploma in Financial Planning (DipPFS or equivalent).
- Strong understanding of financial markets, investment products, pensions, and protection solutions.
- Excellent communication, interpersonal, and presentation skills.
- Demonstrated ability to build and maintain strong client relationships.
- High level of professionalism, integrity, and ethical conduct.
- Proactive and self-motivated with a strong aptitude for business development.
- Ability to work autonomously while adhering to network guidelines and compliance frameworks.
- Valid Statement of Professional Standing (SPS) or ability to obtain immediately.
Preferred Qualifications
- Attained Chartered Financial Planner status (or working towards).
- Specialist qualifications such as CeMAP, ER1, J04, J05, G60.
- Existing transferable client bank.
- Experience with financial planning software and CRM systems.
- Proven track record of achieving sales targets and business growth.
Perks & Benefits
- Highly competitive remuneration structure, including attractive commission/fee splits.
- Access to a wide range of leading product providers and platforms.
- Comprehensive compliance and regulatory support.
- Extensive training and continuous professional development opportunities.
- Dedicated administrative and technical support.
- Marketing assistance and lead generation tools.
- Professional indemnity insurance coverage.
- Flexible working arrangements to support work-life balance.
- Opportunity to build your own business under a trusted national brand.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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